dynamiczip:features:import:rate_and_boundary_import_process
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Table of Contents
Rate & Boundary Import Process
The Microsoft Dynamics GP Tax Detail and Tax Schedule can be created and/or updated using the DZ Rate and Boundary Import window. The import process reads the ASCII text files included in the Rate & Boundary Database and updates the tax records in the accounting system based on the information contained in that database. This import can be run in SQL Optimized or non-optimized mode.
For help with running the import, please see How do I import the rate and boundary database?
Affected by the Import
- Zip Code Tax Schedule (Subject to the related tax details' Import Status )
- Currently active tax details that use the DynamicZip Tax Detail ID Format (Subject to the tax detail's Import Status )
- The related records in the DZ Tax Schedule Supplement table
- The related records in the DZ Tax Detail Supplement table
- The related records in the DZ Zip Address table
- The related records in the DZ Geocode Master table
- A record of the import process is added to the DZ Update History table
- Modifications to tax schedules are recorded in the DZ Tax Schedule Update table
Settings Affecting the Import
- Import Settings in the DynamicZip Setup window
- Selections made in the DZ State Setup window
- Import Status selected in the DZ Tax Detail Supplement window
- Place Names that can be viewed and modified in the DZ FIPS Code Maintenance window
- The Naming Rules for new cities & counties that can be viewed and modified in the DZ Naming Rules window
Import Processes
- The Pre-populate Address Supplement processes
- Initial import of ZIPsales Database text files
- Purge zip addresses
- Remove duplicate records
- Handle In/Out city limits
- Add single county ZIPs (Only with the Zip+4 Option )
- Validate tax schedules
- Update tax details
- Build city limits schedules
- Assign detail IDs
- Track Tax Free Jurisdictions (when enabled)
- Update schedule descriptions
- Assign tax schedule IDs
- Create tax schedules
- Log tax detail import status
- Update Tax Schedule
- Update exempt tax schedules
- Remove reserve tax detail IDs
- Scan for unused Zip Code Tax Schedule
- Remove unused Zip Code Tax Schedule
- Flag modified schedules
- Update administrator table
- Purge overlapping records from the ZIP+4 file (Only with the Zip+4 Option )
dynamiczip/features/import/rate_and_boundary_import_process.1430856586.txt.gz · Last modified: 2015/05/05 20:09 by chuck